Steven Dale Gabriel
Investment adviser representative at Edward Jones
9 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1TFirm assets
Are you Steven Dale Gabriel? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Edward JonesNov 2024 to now
- First Fidelity BankFeb 2024 to Nov 2024
- Osaic Institutions, Inc.Feb 2024 to Oct 2024
- UnemployedDec 2023 to Feb 2024
- The Presho PostJan 2021 to Jan 2024
- Bancwest Investment Services, Inc.Dec 2015 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2012
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (SD, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4253895
- Firm CRD
- 250